Contacts and Resources

In Professional Services Automation a resource is a type of contact. Once you have resources in PSA you can carry out many tasks depending on the permissions that your administrator has assigned including:

Resource change records track changes made to the resource's regionClosed A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., practiceClosed A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., groupClosed A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., work calendarClosed A calendar that defines the working days, hours and public holidays for a resource, region, practice or group. and utilization target.

Note:

We do not recommend using a person account as a PSA resource. If your administrator has enabled person accounts, ensure that no value is entered in the Salesforce User field on a person account.